Relationship Manager - Institutional Clients

Third BridgeNew York, NY
Hybrid

About The Position

Third Bridge is seeking a high-energy Relationship Manager to source and lead conversations with prominent Investment Professionals in the US. This role focuses on growing Third Bridge’s largest institutional accounts and sourcing new business opportunities with Tier 1 hedge funds and asset managers. The position requires a blend of sales acumen, relationship building, commercial strategy, and a deep curiosity for the operations of top institutional investors.

Requirements

  • High-energy individual.
  • Ability to source and lead conversations with prominent Investment Professionals.
  • Experience in growing institutional accounts and sourcing new business opportunities with hedge funds and asset managers.
  • Sales acumen.
  • Relationship building skills.
  • Commercial strategy understanding.
  • Deep curiosity for how top institutional investors operate.
  • Ability to consistently and creatively engage top accounts through planned touchpoints (in-person, phone, email).
  • Ability to drive revenue and user activation through expert recommendations and outreach.
  • Ability to hit call sourcing targets and excite new investment professionals about Third Bridge.
  • Ability to contribute meaningfully to account planning and expansion strategy.
  • Curious about markets and how investment teams work.
  • Comfortable speaking across varying levels/titles of investment professionals.
  • Ability to own a strategic client and prospect territory.
  • Highly organized.
  • Commercially driven.
  • Persistent in follow-up.
  • Energized by travel, meetings, and juggling multiple stakeholders.
  • Ambitious and proactive 'go-getter' mentality.
  • Competitive attitude to overcome challenges and exceed expectations.
  • Must have permission to work in the country of application by the start of employment.

Responsibilities

  • Plan and lead virtual and in-person meetings with investment team stakeholders at clients and prospects.
  • Source new revenue opportunities within existing growth accounts and contribute to the new business pipeline.
  • Collaborate with Account & Project Managers to drive revenue and new growth opportunities.
  • Learn the language, cadence, and decision-making processes of institutional investors.
  • Suggest relevant content and experts to designated users to ensure engagement and advocacy for Third Bridge.
  • Monitor and track market impacts on clients' strategies to act as a true research partner.

Benefits

  • Competitive salary.
  • Commission scheme.
  • 15 days of vacation (increasing to 20 days after 2 years).
  • US Holidays.
  • Personal development allowance of $1,150 per year.
  • Health coverage by Empire Blue Cross Blue Shield.
  • Medical Insurance.
  • Dental insurance.
  • Vision plan.
  • Personal HSA (Health Saving Account).
  • Medical FSA (Flexible Spending Account).
  • Variety of health and wellbeing events focusing on mental health.
  • 401K matching up to 5% of base salary.
  • Life insurance.
  • Long-term disability policy.
  • Dependent care FSA.
  • Pet insurance.
  • Work from anywhere for one month per year.
  • 2 annual volunteer days.
  • 2 personal days for life events.
  • Summer Fridays.
  • Points through colleague-to-colleague recognition program (redeemable for hotels, gift cards, charity donations).
  • Weekly optional social gatherings.
  • Daily breakfast and snacks.
  • Social events.
  • CSR, Environment and Diversity & Inclusion initiatives (including Women at Third Bridge, Pride and Blkbridge).
  • Opportunities to share ideas for improvement through Hackathons and other events.
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